HSBC's Van der Linde: Beware of China Bounce

The video discusses the transition from euphoria to crisis in Chinese Internet stocks, highlighting the cautious approach needed due to market overshooting. It examines institutional and retail flows, noting a shift from overweight to underweight positions. The impact of COVID-19 on the aviation sector is also explored, with a focus on recovery challenges and opportunities for regional airlines.

What does the speaker mean by 'crisis mode' in the context of the market?

What factors contribute to the current valuation levels of stocks as discussed in the text?

In what ways does the speaker suggest looking for opportunities in the market?

How have institutional investors changed their exposure to the market according to the speaker?

What challenges are mentioned regarding the aviation industry in China?